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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

OPEN WATER ADVISORY PARTNERS

OPEN WATER ADVISORY PARTNERS LLC, CRD 342017

YUCAIPA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b4bc341-0b21-b2d9-e6ae-a3e355444056

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 14, 2026 to Aug 14, 2026
1 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

2 advisors left Infinity Financial Services Advisory (Yucaipa, CA) for Open Water Advisory Partners on the same day

Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

OPEN WATER ADVISORY PARTNERS · destination firm

Advisor Recruiting IntelligenceJul 31, 2026 · seen 6 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Custody, client assets: $0
CRD: 342017
Filings on the tape: 1
First filed: Aug 14, 2026
Latest filed: Aug 14, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STERLING CARMEN HIRSCH	n/a	YUCAIPA, CA	0	21	4	no
Anna-Marie Ocampo Lovell	n/a	La Jolla, CA \| YUCAIPA, CA \| San Diego, CA	0	18	4	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	n/a	2	0	0	2	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INFINITY FINANCIAL SERVICES ADVISORY	2	Jul 31, 2026	Aug 5, 2026	YUCAIPA, CA	Team lift out	RIA to state RIA	5.4%

Relationships

Registered with (2)

← STERLING CARMEN HIRSCHAdvisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV
← Anna-Marie Ocampo LovellAdvisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV

Moved with (1)

← INFINITY FINANCIAL SERVICES ADVISORYRegistered adviser2 advisors, team lift out, same day
Jul 31, 2026 to Aug 5, 2026factForm ADV

Dated events

Occurred
Jul 31, 2026
Team lift-out
2 advisors left Infinity Financial Services Advisory (Yucaipa, CA) for Open Water Advisory Partners on the same day
Form ADVobserved 6 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b4bc341-0b21-b2d9-e6ae-a3e355444056
First observed: Aug 14, 2026
Last observed: Aug 14, 2026 38 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OPEN WATER ADVISORY PARTNERS

OPEN WATER ADVISORY PARTNERS LLC, CRD 342017

YUCAIPA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b4bc341-0b21-b2d9-e6ae-a3e355444056

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STERLING CARMEN HIRSCH

n/a

YUCAIPA, CA

Anna-Marie Ocampo Lovell

n/a

La Jolla, CA | YUCAIPA, CA | San Diego, CA

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INFINITY FINANCIAL SERVICES ADVISORY

Jul 31, 2026

Aug 5, 2026

YUCAIPA, CA

Team lift out

RIA to state RIA

5.4%